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JM Value Fund

JM Financial Mutual FundValue FundActiveAs of 2026-07-31
Holdings
71
Broad portfolio
Top 10 weight
33%
Concentration
Strategy
Active
Portfolio style
Equity
99%
Asset allocation

Portfolio

29Sectors0Large positions13.9%Top: Banks0.0%Cash

Market-cap allocation

Large cap39%
Mid cap9%
Small cap51%

Asset allocation

Equity99%

Top holdings

Infosys LimitedEQUITY3.2%
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Portfolio insights

Portfolio read

  • 99% equity.
  • Large-cap exposure is 39%.
  • Largest equity sector is Banks at 13.9%.

Watchpoints

  • Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Value Fund.

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Sector exposure

Showing top sectors from the current portfolio.

Banks13.9%
Finance11.9%
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